How to set up trial packs or intro offers
Pratt
Updated on Sep 23, 2025
A trial pack or intro offer is a short-term, affordable package designed to give new prospects a chance to experience your studio before committing to a full membership. These offers are crucial as they:
Reduce the barrier to entry for new prospects.
Make it easier for them to experience your services.
Provide an opportunity to showcase your classes, instructors, and community.
Once prospects experience the value you provide, they're far more likely to upgrade to a recurring membership or larger pack. Promotional trial packs often attract more first-time visitors, making them an essential part of your sales funnel.
Create a Credit Pack: While creating a credit pack, scroll down to see the trial membership toggle.
Activate Trial Membership: Turn this setting on to classify the credit pack as a trial membership.
Configure Global Settings: Once you've created all your trial packs, head over to global settings to limit how many trial packs can be purchased by a single member.
Adjust Payment Settings: Click on payments and scroll to the bottom to see the global trial pack settings.
Set Purchase Limits: If you've created multiple trial memberships, you may want to limit how many a single member can purchase. This prevents anyone from taking undue advantage of the discounted rate.
Define Restrictions: You can define how many trial packs a member can purchase, the period of time the limit applies, and whether it applies to a single location, an entire region, or the entire business.
And just like that, your trial packs are ready to go!